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You’ve got goals and dreams to pursue—and more time and money would help you accomplish them. But do you have the time, interest, and expertise to personally manage your investments and financial affairs? You need someone to manage your money while you manage your life — a personal Chief Financial Officer.

With over 50 years of combined investment and financial planning experience, JPH Advisory Group has been that personal CFO for hundreds of families across the country. We help them navigate difficult markets, make important retirement decisions, plan their estates, and protect their loved ones. Essentially, we help them plan for a comfortable and confident future.